Blue Collar Wealth
Presented by Stone House®
Watch Our Latest Episode
134. What Is An Annuity?
In this episode of Blue Collar Wealth presented by Stone House®, join Larry Alderson, CFP® as he talks about the sometimes-misunderstood topic of annuities. Are they a smart investment, or should you steer clear? If you’re curious about what annuities are, the different types available, and when they might make sense in your financial plan, this episode is for you!
In this episode of Blue Collar Wealth presented by Stone House®, join Larry Alderson, CFP® as he talks about the sometimes-misunderstood topic of annuities. Are they a smart investment, or should you steer clear? If you’re curious about what annuities are, the different types available, and when they might make sense in your financial plan, this episode is for you!
At Stone House, we specialize in helping our clients build financial security and that priceless peace of mind that allows for greater happiness in retirement. Request an appointment with a Stone House Advisor to get started.
Thanks for watching!
Timestamps:
🕒 00:00 Intro
🕒 02:18 Immediate annuities
🕒 03:02 Deferred Annuities
🕒 03:39 Non-Qualified Annuity
🕒 05:11 Variable Annuities
🕒 06:47 Fixed Annuity
🕒 08:39 Outro
Want to Take the Next Step Toward Retirement?
Request to speak with a Stone House Advisor.
Blue Collar Wealth Presented by Stone House® Video Archive
New episodes are released every Wednesday!
Disclosure: Some Episodes May Contain Unpaid Client & Non-Client Testimonials